AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jon R. Burke

BSG SECURITIES
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 35788
JB

Professional summary

Jon Robert Burke is a registered financial professional currently at BSG SECURITIES, LLC located in Atlanta, Georgia.

Jon is registered as a RR (Registered Representative) and started their career in finance in 1973. Jon has worked at 9 firms and has passed the Series 7TO, Series 79TO, SIE, Series 1 and Series 40 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jon Robert Burke's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 23, 2025 - Present

BSG SECURITIES, LLC

Office #1: 1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339Office #2: 1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339
BD
CRD#: 333747
Atlanta, GA
Past

December 27, 2018 - October 31, 2024

ALLEN C. EWING & CO.

BD
CRD#: 26102
Atlanta, GA
Past

February 19, 2016 - August 3, 2018

SITUS CAPITAL MANAGEMENT LLC

BD
CRD#: 159007
Atlanta, GA
Past

July 6, 2012 - December 31, 2015

HEED PARTNERS, LLC

BD
CRD#: 157988
ATLANTA, GA
Past

December 18, 2008 - June 2, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATLANTA, GA
Past

February 3, 2006 - December 16, 2008

VCAP SECURITIES, LLC

BD
CRD#: 124515
ATLANTA, GA
Past

April 21, 1997 - May 20, 2005

FIG PARTNERS, LLC

BD
CRD#: 41554
ATLANTA, GA
Past

May 10, 1996 - June 6, 1997

CARTER, TERRY & COMPANY, INC.

BD
CRD#: 16365
ATLANTA, GA
Past

December 5, 1973 - February 29, 1996

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 12/3/1973
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 2/20/1974
Registered Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BSG SECURITIES, LLC
BSG SECURITIES, LLC

CRD#: 333747 / SEC#: , 8-71298

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339
Mailing Address
1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339
Phone number
(404) 844-4226
Established
Georgia since 10/15/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BURKE, JON ROBERTFOUNDER35788
STELLING, ANDREW MITCHELLCEO/CCO5811997
GARDNER, ADAM DAVIDSENIOR VICE PRESIDENT6702488
AGERTON, DEBORAH LYNNFINOP/PFO/POO4460597
POWELL, ROGER GANTPRINCIPAL1198857

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BSG SECURITIES, LLC

CRD#: 333747Atlanta, GA 30339

TRUST BUT VERIFY

Monitor Jon Burke

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
TP
Tyrane PerryAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Atlanta, GA
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.